Upgrade Considerations for Workspaces

Each user has her own Private workspace, and the instance has a single shared Public
workspace. Some users can create custom workspaces to manage access to dashboards for defined
user roles.

There are three types of workspaces:

Public Workspace

The Public workspace is shared by all users; what
each user is able to see depends on their viewing privileges for each dataset.

Private Workspace

Each user has their own Private workspace. When
the user creates a new dashboard, it is automatically in this private workspace. After
developing and testing the dashboard in their private workspace, users can move these
dashboards to the public workspace, or to a custom workspace.

Only the user can
access their workspace. Depending on the user's level of access, they can create and
manage dashboards and datasets. With the exception of administrators, no-one else has
access to that private workspace.

Custom Workspace

A user must have the Create workspaces
privilege to create and manage Custom workspaces. These workspaces enable specific
users and user groups to develop and share dashboards that are inherently useful to their
line of business. Within each of these workspaces, users have a defined access level:
View Only, Edit, or Manage.

To move a dashboard from one workspace to another workspace, you must have Manage dashboards
permissions.

To edit or view a dashboard, you must have the necessary Dataset-level
permissions: Manage dashboards or
View dashboards.
Additionally, when working in a custom workspace, you must receive the adequate access
permissions from the owner or manager of that workspace, as described in Publishing Datasets.

When moving a dashboard that contains a linked visual that appears in multiple dashboards,
Arcadia Enterprise offers two options: to clone it, or to move
it.

Migration Notes

When you migrate to Release 4.2.0.0 from an earlier release, Arcadia Enterprise places all visuals and dashboards in the public workspace.